The chart shows the growth of an initial investment of $10,000 in Tsla, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
As of Sep 23, 2023, the Tsla returned 98.80% Year-To-Date and 35.09% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|Returns over 1 year are annualized|
The Tsla has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the Tsla. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Tsla is 73.63%, recorded on Jan 3, 2023. The portfolio has not recovered from it yet.
|-73.63%||Nov 5, 2021||291||Jan 3, 2023||—||—||—|
|-60.63%||Feb 20, 2020||20||Mar 18, 2020||56||Jun 8, 2020||76|
|-53.51%||Sep 19, 2017||428||Jun 3, 2019||139||Dec 18, 2019||567|
|-49.77%||Sep 5, 2014||361||Feb 10, 2016||288||Apr 3, 2017||649|
|-38.46%||Nov 26, 2010||61||Feb 23, 2011||264||Mar 12, 2012||325|
The current Tsla volatility is 16.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.